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CAREX vs RSEBX
CAREX vs RSEBX Comparison
Open Charts CAREX vs RSEBX
Domini Sustainable Solutions I
Price$15.98
Change-$0.22 (-1.36%)
VolumeN/A
Net Assets35.85M
American Funds SMALLCAP World R2E
Price$67.10
Change-$1.07 (-1.57%)
VolumeN/A
Net Assets75.47B
CAREX vs RSEBX Comparison Chart
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CAREX vs. RSEBX commentary
Jun 16, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CAREX is a Buy and RSEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 75.5B vs. CAREX (35.8M). RSEBX pays higher dividends than CAREX: RSEBX (0.21) vs CAREX (0.02). CAREX was incepted earlier than RSEBX: CAREX (5 years) vs RSEBX (11 years). CAREX (2.13) is less costly to investors than RSEBX (1.45). CAREX is a more actively managed with annual turnover of: 45.00 vs. RSEBX (32.00). RSEBX has a lower initial minimum investment than CAREX: RSEBX (250) vs CAREX (2500). RSEBX annual gain was more profitable for investors over the last year : 4.35 vs. CAREX (-0.50). CAREX return over 5 years is better than : 24.36 vs. RSEBX (19.11).
| CAREX | RSEBX | CAREX / RSEBX | |
| Total Expense Ratio | 1.40 | 1.45 | 97% |
| Annual Report Gross Expense Ratio | 2.13 | 1.45 | 147% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 1.139 | 3.220 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.8M | 75.5B | 0% |
| Annual Yield % from dividends | 0.02 | 0.21 | 7% |
| Returns for 1 year | -0.50 | 4.35 | -11% |
| Returns for 3 years | 30.88 | 28.47 | 108% |
| Returns for 5 years | 24.36 | 19.11 | 127% |
| Returns for 10 years | 97.99 | 32.55 | 301% |